Principal Financial Group
SRI icon

Principal Financial Group’s Stoneridge SRI Stock Holding History

Principal Financial Group’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-14,174
Closed -$409K – 2274
2019
Q1 		$409K Sell
14,174
-64
-0.4% -$1.75K ﹤0.01% 1975
2018
Q4 		$351K Buy
+14,238
New +$362K ﹤0.01% 1989
2018
Q3 		– Sell
-13,215
Closed -$464K – 2314
2018
Q2 		$464K Buy
+13,215
New +$401K ﹤0.01% 1979
2014
Q2 		– Sell
-13,469
Closed -$151K – 2299
2014
Q1 		$151K Sell
13,469
-387,749
-97% -$4.36M ﹤0.01% 2185
2013
Q4 		$5.12M Buy
401,218
+10,550
+3% +$131K 0.01% 1341
2013
Q3 		$4.22M Buy
390,668
+376,122
+2,586% +$4.65M 0.01% 1374
2013
Q2 		$169K Buy
+14,546
New +$135K ﹤0.01% 2121

Other funds holding SRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group's SRI Position: Q2 2019 in Review

Principal Financial Group sold out of Stoneridge (SRI) in Q2 2019, closing a stake of 14,174 shares — an estimated $409K sold.

Principal Financial Group first reported a position in SRI in Q2 2013 and held it in 7 quarters. The position peaked at $5.12M in Q4 2013. 147 funds tracked by Wall St. Rank hold SRI as of Q2 2019.

  • Principal Financial Group reported no remaining Stoneridge position as of Q2 2019 after selling out during the quarter.
  • Principal Financial Group sold 14,174 Stoneridge shares in Q2 2019, an estimated $409K.
  • Principal Financial Group first reported a position in Stoneridge in Q2 2013 and held it in 7 quarters.
  • Principal Financial Group's Stoneridge position peaked at $5.12M in Q4 2013.
  • 147 funds tracked by Wall St. Rank held Stoneridge as of Q2 2019.

Based on Principal Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.